Associate Director (Private Wealth Advisory) – Jaipur

Abreast Global; Jaipur; On-site; INR 300,000 - 600,000; Full time

Job summary

Abreast Global in Jaipur seeks an Associate Market Director for Private Wealth Advisory to spearhead regional growth of a high-net-worth client portfolio. You will lead a team of relationship managers, design bespoke investment solutions, and maintain strong client relationships in a fast-changing market.

You will collaborate with product and research teams to deliver comprehensive wealth management services, mentor senior professionals, and drive revenue growth while upholding client trust and

Qualifications

• Demonstrated expertise in wealth management and private banking with a track record handling complex portfolios for high-net-worth clients.
• Strong leadership and team management abilities to guide senior professionals toward ambitious goals.
• Sophisticated understanding of financial markets, asset allocation, and investment products.
• Clear and precise communication to build trust with sophisticated clients and internal stakeholders.

Responsibilities

• Formulate regional business strategies to grow AUM in Jaipur.
• Lead and mentor relationship managers for high-quality client servicing and revenue targets.
• Design customized investment solutions aligned with client risk appetite and goals.
• Build and sustain relationships with UHNW individuals and family offices to drive business development.
• Monitor market trends and regulatory shifts to provide timely insights for portfolios.

Skills

Wealth management

Private banking

Leadership

Team management

Financial markets

Asset allocation

Client communication

Problem solving

Education

Postgraduate degree in Finance or MBA

Job description

As an Associate Market Director for Private Wealth Advisory in Jaipur, you will spearhead the strategic expansion and management of our high-net-worth client portfolio. This leadership role involves orchestrating complex investment solutions, mentoring a high-performing team of relationship managers, and serving as the primary point of contact for ultra-high-net-worth individuals and family offices. You will be responsible for driving business growth, ensuring superior client retention, and navigating volatile financial markets to deliver bespoke wealth strategies. By bridging the gap between sophisticated financial products and client objectives, you will directly influence the firm’s market footprint and long-term profitability in the region.

Key Responsibilities

• Formulate and execute regional business strategies to capture market share and increase the Assets Under Management (AUM) within the Jaipur territory.
• Lead and mentor a team of relationship managers to ensure high-quality client servicing and consistent achievement of revenue targets.
• Design and implement customized investment solutions that align with the risk appetite and financial goals of private banking clients.
• Cultivate and sustain long-term relationships with key stakeholders and high-net-worth prospects to drive business development and brand advocacy.
• Monitor financial market trends and regulatory shifts to provide timely, actionable insights that protect and grow client portfolios.
• Collaborate with internal product and research teams to ensure the seamless delivery of comprehensive wealth management services.

Required Skillset

• Demonstrate deep expertise in wealth management and private banking, with a proven track record of managing complex portfolios for high-net-worth individuals.
• Exhibit exceptional leadership and team management capabilities, with the ability to inspire and guide senior professionals toward achieving ambitious business goals.
• Possess a sophisticated understanding of financial markets, asset allocation, and investment products, enabling the delivery of high-value advisory services.
• Communicate complex financial concepts with clarity and precision, fostering trust and credibility with sophisticated clients and internal stakeholders.
• Maintain a proactive, solution-oriented approach to problem-solving, ensuring that client needs are met with agility and professional integrity.
• Hold a postgraduate degree in Finance, Business Administration, or a related field from a premier institute, which complements your extensive industry experience.
• Thrive in an on-site work environment in Jaipur, leveraging local market knowledge to build and maintain a robust professional network.